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Chris Redd shares how seeking genuine connections inspired him to co-create Network N' Chill, a purpose-driven networking experience, and co-author Beyond the Handshake. Learn more and get the book at https://www.rheddorick.com/ For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.
Title: This System Got 83 Referrals in 2 Hours Host: Michael J. Maher Guest: Shpresa Biongo, REALTOR® – Fathom Realty, Cary, NC Description: In this inspiring episode, Michael J. Maher interviews Shpresa Biongo, a rising star REALTOR® from Raleigh, North Carolina, who turned her very first client event into a massive success story—83 referrals and 10 new real estate clients in just 2 hours! Shpresa walks us through how she implemented Michael's Event Mastery System, step by step—from choosing the right venue to building excitement, securing sponsors, and collecting referrals before the event even started. She shares how a simple Ice Cream Social became a powerful community-connection event that grew her database, strengthened relationships, and brought in new business. You'll also hear how Shpresa is already applying what she learned to her next event—a community yard sale that's drawing huge local interest and creating even more real estate conversations. Michael and Shpresa discuss what it takes to shift from a scarcity mindset to an abundance mindset, why “done is better than perfect,” and how following the Event Mastery blueprint can transform your business faster than you ever thought possible. (7L) Referral Strategies Podcast Topics: Event Mastery Special Offer: Event Mastery Class starts TODAY! Join us at www.EventMastery.com
In this episode, I sit down with Sally Reddy, a tax controversy attorney. She shares her journey of starting her own law firm and the importance of building trust through referrals. Discover the importance of referrals in Sally's practice, particularly in the sensitive field of tax law, where trust is paramount. Hear her experiences, the challenges she faced, and the valuable insights she gained about creating a referable client experience that encourages referrals. Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/382
A vital component of effective networking and relationship building is being memorable. You need to etch yourself—what you do and what serves to advance you—into the minds of others. This episode shares how to make that happen and is based on an article by John Millen. See https://tinyurl.com/mrxv34pb. For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.
The Efficient Advisor: Tactical Business Advice for Financial Planners
As financial advisors, we're always evolving—new processes, new services, new team members, and even new ways of engaging with clients. But while your newest clients experience your polished onboarding process, your long-term clients may still be operating under the “old rules.” That's where re-onboarding comes in. In this episode, we dive into how to reintroduce your long-standing clients to your current practice in a way that feels natural, client-centered, and value-driven.What you'll learn in this episode:Why re-onboarding is essential to keeping long-term clients aligned with your evolving practiceHow to introduce re-onboarding without it feeling awkward or forcedPractical strategies for resetting expectations, updating processes, and reinforcing valueWays to tie re-onboarding to housekeeping tasks that strengthen client relationshipsHow re-onboarding can open the door to referrals and reinforce your positioning as an advisorRe-onboarding doesn't need to be complicated—it's a simple but powerful tool for reinforcing your value, realigning client expectations, and making sure everyone experiences the best version of your practice today. Tune in and discover how to use re-onboarding as a lever for growth and stronger client relationships.Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Health insurance or health cost-sharing—which is the better fit for your family? With open enrollment upon us, it's the perfect moment to explore your choices. Joining me today is Lauren Gajdek to highlight the key differences between health insurance and health cost-sharing.Lauren Gajdek is the Senior Director of External Affairs at Christian Healthcare Ministries (CHM), an underwriter of Faith & Finance. The Landscape of Traditional Health InsuranceOpen enrollment season is right around the corner—running from November 1 through January 15, 2026. For most people, that means navigating the world of traditional health insurance. These plans typically require you to select doctors and specialists within a designated provider network, often necessitating referrals or pre-authorization before receiving care.While insurance companies provide coverage, their structure can come at a high cost. Premiums and deductibles are often steep, and because insurers operate for profit, patient care and affordability don't always align. For many families, this creates a significant financial burden.How Health Cost Sharing Is DifferentHealth cost-sharing ministries, such as CHM, offer a unique alternative. The end result is the same—your medical bills are taken care of—but the process looks very different.No provider networks: Members are free to choose their own doctors and hospitals.Nonprofit model: Unlike insurance companies, CHM is a ministry. Members send in a set monthly contribution, which is pooled together to reimburse medical costs.Community approach: Instead of being absorbed into a bureaucratic system, members know that their contributions directly help fellow believers in need.Since its founding, CHM has facilitated over $10 billion in shared medical bills.How Does Health Cost-Sharing Work?Here's how it works for a typical family:Choose your provider. Members can see any doctor or hospital as long as the treatment fits CHM's guidelines.Identify as self-pay. This allows members to receive significant discounts often, sometimes as high as 40%.Submit bills to CHM. The ministry coordinates with providers as needed. In the meantime, members may set up a temporary payment plan until reimbursement arrives.The process is straightforward, designed to give families peace of mind while also offering flexibility and savings.What to Keep in Mind During Open EnrollmentWhen weighing your options, consider more than just the monthly premium. Ask:How much am I actually paying out-of-pocket after deductibles, co-pays, and coinsurance?Will my coverage travel with me if I go out of state—or out of the country?With CHM, members don't face co-pays or coinsurance, and qualifying medical bills are shared 100% according to ministry guidelines. Additionally, portability makes it an appealing option for families who want flexibility, regardless of where life takes them.A Biblical Approach to HealthcareAt its core, CHM is more than a healthcare solution—it's a ministry. Members not only share medical expenses but also pray for one another and receive prayer support in return. Every monthly contribution is a gift that directly helps another member in need.CHM reflects biblical principles of bearing one another's burdens while providing a practical, affordable path to healthcare.To explore whether health cost sharing is right for your family this open enrollment season, visit CHMinistries.org/Faith.On Today's Program, Rob Answers Listener Questions:I'm refinancing my home and am unsure whether I should roll the closing costs into the new loan or pay them from my investments or retirement accounts. Rolling them into the loan would lower my monthly payment, but is that the wisest choice financially—and biblically?Could you explain where the funds actually come from with a reverse mortgage, who technically owns the home in this arrangement, and whether the FHA backs the loan?My wife and I recently took a required minimum distribution from her IRA and made a qualified charitable distribution to our church. They told us it wasn't tax-deductible and wouldn't issue a receipt. What does the IRS actually require in this situation?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Christian Healthcare Ministries (CHM)Understanding Reverse: Simplifying the Reverse Mortgage by Dan HultquistWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
If you're in a UX job search and wondering, “Is it just me, or is UX hiring slower than ever?” you're not imagining it. In this episode, we chat with Heather Cassar, VP of People at Narmie (a fintech startup) who brings 15+ years of experience leading hiring, people strategy, and global team growth at companies like Cash App, Uber, Block, and more. Heather brings first hand experience about what's actually happening in UX and Product hiring, on both the startup and enterprise side.In our conversation, we dig into why companies may take longer to hire, what's changing in how hiring decisions are made, and what UX candidates can do to stand out, even when it feels like you're sending resumes into a void.Whether you're actively applying or quietly watching the market, this episode will give you perspective and relief. Heather breaks down what's happening behind the scenes of hiring pipelines right now and reminds us: just because it's taking longer doesn't mean you're doing it wrong. There are still ways to stand out, you just need a UX job search strategy that reflects the reality of today's job market.Topics discussed:Why it now takes 12+ weeks (or more) to hire for UX rolesWhat's causing hesitation on both sides of the hiring tableHow candidate caution is slowing down the top of the funnelWhy Heather says contract roles are NOT a red flag, and can lead to full-timeWhat hiring managers actually look for in resumes and portfoliosTips for standing out even when the job market feels saturatedThe value of clarity, connection, and showing real outcomesHow to tell your story without overselling or downplaying your experienceTimestamps:00:00 – Intro & about Heather's background00:45 – Why UX hiring feels “wild” right now04:00 – What's slowing down the hiring process from the company side06:30 – The return of more rigorous headcount approval07:15 – Why candidates are hesitant to even take recruiter calls08:30 – The emotional risk of leaving one “meh” job for another09:15 – Are contract roles bad? Heather's surprising take10:30 – Why contract roles aren't a red flag to hiring managers11:30 – What companies actually want to see on a resume12:30 – The importance of storytelling over perfection13:45 – How Heather screens for “intentionality” in candidates15:00 – The challenge of employer branding at smaller companies16:10 – Why “unicorn” job descriptions confuse candidates17:20 – Heather's thoughts on AI-generated portfolios and resumes18:30 – Referrals vs. cold applications: which one matters more?19:45 – Heather's take on design exercises and case studies22:30 – Why clarity + connection beats overly polished language25:15 – Common mistakes candidates make in storytelling28:45 – How to stay confident during a slow job search34:10 – Heather's advice to mid-career UX pros feeling stuck40:25 – Closing thoughts & where to connect with Heather
What you'll learn in this episode:Why consistency is the single most important factor in lead generationThe “commit or quit” mindset shift every salesperson needsHow to choose between marketing, prospecting, and networkingThe real costs of generating leads (time, money, or both)Why 18 months is the magic number for predictable successHow to scale and diversify your lead sources as your business growsWatch the Video Tutorial Here: https://youtu.be/c_7lP7npqrU
Send us a textIn this episode, I share why relying on cold pitching alone is not a sustainable way to build your freelance writing business. While cold outreach can still land clients, it often leads to burnout, frustration, and minimal returns. Instead, I offer alternative strategies that attract clients to you through trust, visibility, and value-driven outreach.Why Cold Pitching Isn't EnoughCold pitching takes time and emotional energy with no guaranteed response.Spam filters and ignored inboxes make results unreliable.It can lead to self-doubt and burnout if it's your only strategy.3 Alternative Ways to Find Freelance Writing Clients1. Referrals from Your Network2. Increase Visibility on LinkedIn3. Share Value First Through ContentKey TakeawaysCold pitching still works, but it should be just one part of your client strategy.Building trust and visibility attracts higher-quality, long-term clients.You don't need to hustle all day—choose one channel and start showing up with purpose.The best clients aren't always on job boards; they're in your network or silently watching your content.Next StepsChoose one strategy to implement this week—referrals, LinkedIn engagement, or a content lead magnet.Create one trust-building piece of content.Tell your network you're taking on new clients.You don't need to chase every opportunity. A well-built system brings the right clients to you.Welcome to the Savvy Scribe Podcast, I'm so glad you're here! Before we start the show, if you're interested, we have a free Facebook group called "Savvy Nurse Writer Community"I appreciate you following me and listening today. I would LOVE for you to subscribe: ITUNESAnd if you love it, can I ask for a
What you'll learn in this episode:Why consistency is the single most important factor in lead generationThe “commit or quit” mindset shift every salesperson needsHow to choose between marketing, prospecting, and networkingThe real costs of generating leads (time, money, or both)Why 18 months is the magic number for predictable successHow to scale and diversify your lead sources as your business grows
The pros agree that too many entrepreneurs (both new and experienced) are far too obsessed with new customer acquisition strategies and woefully unconcerned with retaining the customers they already have. Dan Kennedy and Shaun Buck, co-authors of the No B.S. Guide To Maximum Referrals and Customer Retention, get to the root of why it's so difficult for business owners to commit time and energy towards obtaining customer referrals and boosting retention, while also providing their personal list of best practices for improving relationships with current customers so that they stick around longer and happily give more referrals than you ever thought possible. MagneticMarketing.com NoBSLetter.com
This episode of the Networking Rx Minute with Frank Agin (http://frankagin.com) You might not like walking into a roomful of strangers, but inside every networking events is a treasure trove of opportunity. In this episode Frank Agin, president of AmSpirit Business Connection, shares how to make the most of networking opportunities. For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.
The Efficient Advisor: Tactical Business Advice for Financial Planners
Looking to make your client experience stand out this holiday season?
What you'll learn in this episode:Why consistency is the single most important factor in lead generationThe “commit or quit” mindset shift every salesperson needsHow to choose between marketing, prospecting, and networkingThe real costs of generating leads (time, money, or both)Why 18 months is the magic number for predictable successHow to scale and diversify your lead sources as your business grows
What you'll learn in this episode:Why prospecting is the lifeline of predictable incomeHow to use cold outreach effectively (without breaking compliance rules)The overlooked power of referrals and testimonialsHow local events and sponsorships expand visibilityWhy reviews and customer feedback are powerful sales toolsHow to create strategic alliances that consistently feed new clientsWhy committing to prospecting is the only way to avoid broke months
Marketing Expedition Podcast with Rhea Allen, Peppershock Media
Jill Lublin is a 25+ year Media Magnet. She is a world-renowned publicity expert, international speaker, and 4x Best Selling author. Jill has made thousands of stage appearances alongside celebrities such as Tony Robbins, Barbara Corcoran, and Jack Canfield, to name a few. She has worked with over 100,000 clients implementing her signature formula for getting media attention, creating next-level visibility in the marketplace that results in boosted sales. These lead and profit generating formulas are included in her signature program, the Media Mastery Intensive and her monthly Kindness Circles.00:00 - 00:24 "Really focus in on your message. What is your message? Why should people care? That's important. And what is it that you want to tell people? That gives them value and benefit. It's really important. And I think a lot of people go kind of beat the chest publicity, you got to be oriented toward giving value and benefit. That's always important." — Jill Lublin 00:25 - 00:42 Welcome to Peppershock Media's Marketing Expedition Podcast 00:43 – 01:35 About Jill's01:36 - 10:51 Marketing Essentials Moment: “The Art of the Pitch: Persuasion and Presentation Skills that win Business” by Peter Kotter 10:52 - 13:09 Welcome to the show, Jill! 13:10 - 15:05 Top Tips for Publicity 15:06 - 17:36 Trending Topics in Media 17:37 - 21:22 Resources for Publicity21:23 - 24:35 Success Stories in Publicity24:36 - 25:11 Poderific, baby! Whether you're looking for a podcast studio to rent or need help with the entire production and distribution of your podcast, we gotcha covered. 25:12 - 27:56 Power of Publicity27:57 - 30:27 Career Advice for New Graduates 30:28 - 32:07 Following Your Inspiration 32:08 - 34:02 Challenges in Publicity 34:04 - 35:48 Top of Mind Awareness35:49 - 36:16 How to Connect with Jill (https://jilllublin.com/) 36:17 - 37:42 Thank you so much, Jill! Share this podcast, give us a review, and enjoy your marketing journey!37:43 - 38:29 Join the Marketing Expedition Community today! Like what you hear but need more information?Meet with Rhea Allen#Publicity #BrandVisibility #Leads #MarketingEssentialsMoment #ArtOfThePitch #MarketingPitch #Referrals #Author #TrendingTopics #FreshMarketingStrategy Hosted on Acast. See acast.com/privacy for more information.
Episode 170 In this episode, I sit down with Chris Johnstone to discuss how he and his team have cracked the code on getting ChatGPT and Grok to refer customers directly to mortgage loan officers and companies. This isn't a simple trick—it's a groundbreaking advancement where clients are now seeing loan applications come in fully on the recommendation of AI. Over the years, the mortgage industry has had to adapt to massive tech shifts—think Google Business Pages and Google Reviews driving consumer-direct originations. But the next big wave is here, and it's all about AI. Chris explains how his team is helping loan officers get ahead of the curve, leverage this new technology, and position themselves to win business in an AI-driven world. Chris's team can help you tap into this powerful opportunity. All you need to do is visit http://loanofficerbrand.com to learn more and get started. If you're interested in joining a team that supports this kind of personal and professional growth, feel free to schedule a call with me at FrankCall.com. Powered by: Mortgage Marketing Animals
Did you like this episode? Dislike it? ✨ Many lawyers assume referrals will come just from doing great work — but that's only part of the story. In this episode, Mike and Fanny reveal why your network forgets you faster than you think, and how consistent nurturing can dramatically multiply your referrals. If you've ever wondered why you aren't getting as many introductions as you should, this conversation will show you how to fix it.
Matthew Pollard, author of the best-selling series The Introvert's Edge, demystifies the notion of introversion and how these seemingly quiet souls have an amazing advantage when it comes to networking. Learn more and find free resources at https://matthewpollard.com/theintrovertsedge/book. For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.
Morgan Bailey, MD, joins CHEST® Journal Podcast Moderator Gretchen Winter, MD, to discuss her research into the frequency of pulmonary rehabilitation referrals among patients with pulmonary arterial hypertension and the factors associated with underutilization of pulmonary rehabilitation. DOI: 10.1016/j.chest.2025.04.021 Disclaimer: The purpose of this activity is to expand the reach of CHEST content through awareness, critique, and discussion. All articles have undergone peer review for methodologic rigor and audience relevance. Any views asserted are those of the speakers and are not endorsed by CHEST. Listeners should be aware that speakers' opinions may vary and are advised to read the full corresponding journal article(s) for complete context. This content should not be used as a basis for medical advice or treatment, nor should it substitute the judgment used by clinicians in the practice of evidence-based medicine.
Title: How a Summer Soirée Turned Into $50K+ in Business Host: Michael J. Maher Guest: Susan Apley-Salituri Description: Can one event really transform your business? Today's guest, Fort Lauderdale Realtor Susan Apley-Salituri, proves that it can. After completing the Event Mastery program, Susan hosted her Summer Social Soirée—a simple but strategic networking event that not only created buzz in her community but also generated over $50,000 in commission. With just $567 in expenses, 8 sponsors to help offset costs, and nearly two dozen attendees, Susan shows how powerful events can be when executed the Event Mastery way. (7L) Referral Strategies: Event Mastery Special Offer: Want to create your own referral-generating event like Susan's Summer Social Soirée? Join the next Event Mastery class starting October 7th and learn step-by-step how to plan, host, and maximize your own unforgettable events. Register now at www.EventMastery.com
Are you calculating the ROI of your referral activities? As we enter Q4, it's the perfect time to reflect on your referral strategy! In this episode, I break down the many benefits of referrals that go beyond just financial returns. From attracting high-quality clients to saving time, there is so much to gain! Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/381
Understand this … the people currently in your life are preparing you for the next person, experience, and opportunity that will be coming along in your life. So, embrace the people who are in your network (even if at times they drive you crazy or do nothing for you at all). For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.
The Efficient Advisor: Tactical Business Advice for Financial Planners
Getting referrals can feel complicated for financial advisors—but what if the simplest approach is actually the most effective? In this episode, Libby Greiwe sits down with Adam Chapman to explore a unique and refreshingly easy process for generating more introductions. Instead of adding friction or pressure, Adam shares how he flips the script and creates an experience that builds trust, strengthens relationships, and makes referring feel natural. Here's what you'll learn in this episode:A powerful mindset shift that removes pressure when asking for introductionsHow involving new clients in the thank-you process deepens connectionsWhy small, thoughtful touches (like handwritten cards and gift cards) amplify trustThe psychology behind why this approach works better than traditional referral asksHow to avoid over-engineering the process and keep it authentic and simpleBy the end of this conversation, you'll see how a small change in your approach can lead to big results in building trust and getting consistent referrals. This episode is packed with ideas you can apply right away to make your client experience stand out.Grab Adam's Script HERE!Grab the cards Adam uses HERE!Want to see this on YouTube? You can do that HERE!Adam's Links:LinkedInTwitter(X)Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
As we head into the final quarter of 2025, it's worth the reminder that the decisions you make now will directly shape your results in 2026. With economic headwinds, from tariff-related inflation to tighter financial conditions, leaders in aesthetics and wellness must double down on smart strategy, not distraction. In this episode of The Fierce Factor Podcast, Kaeli shares why retail is one of the most underutilized yet powerful revenue streams for aesthetic practices. You'll hear: How retail can create predictable, high-margin income—even in uncertain times The three most effective retail business models (and how to implement them) Why professional skincare recommendations aren't “selling”, they're ethical care Practical tools to empower your team to confidently grow skincare sales The hidden dangers of over-diversifying product lines and how to simplify for profit If you've ever wondered how to generate income that doesn't require more of your time, this conversation will be your roadmap. It's time to stop leaving revenue on the shelf and start turning skincare into one of your most profitable, retention-driving assets. Ready to take this deeper? Join me inside the Fierce Factor Society for live coaching, premium resources, and this quarter's insider masterclass, “Create an Experience to Increase Retention and Referrals.” Visit klcconsultants.com/fiercefactorsociety or DM me “Society” on Instagram to get instant access. Resources → Join the Fierce Factor Society → Follow Kaeli on Instagram: @kaeli.lindholm Additional Ways to Connect: Book a Discovery Call: Ready to scale with intention? Let's map out your next strategic move. KLC Consulting Website Kaeli on LinkedIn
Drawing from insights gathered at five IRS tax forums this year, Roger and Annie are joined by Jeff, Amanda, and Katarina to tackle the three most pressing challenges facing small accounting firms. From remote hiring strategies to why 90% of clients accept fee increases to essential marketing basics, this episode shows how hiring, pricing, and marketing work together to create a thriving, sellable practice. Whether you're drowning in capacity issues or preparing for eventual retirement, these proven strategies offer a roadmap out of the daily grind.SponsorsPadgett - Contact Padgett or Email Jeff Phillips(00:00) - Welcome to Federal Tax Updates (01:10) - Overview of Today's Podcast (01:27) - Insights from IRS Forums (02:43) - Key Challenges in the Industry (04:20) - Deep Dive into Hiring Issues Pricing Strategies and Challenges (07:38) - Introducing Jeff Phillips on Hiring (08:53) - Remote Work and Hiring (28:41) - Introduction and Struggles with Pricing (29:10) - Linking Pricing to Hiring Challenges (30:08) - Consequences of Poor Pricing (31:55) - Implementing a Pricing System (33:35) - Client Reactions to Price Increases (36:16) - Timing and Strategy for Raising Fees (46:31) - Marketing and Growth Strategies (48:07) - Importance of Online Presence (50:52) - Leveraging Reviews and Referrals (01:01:33) - Concluding Thoughts and Future Plans Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.
https://constraintcalculator.scoreapp.com/In this episode, host Jordan Ross interviews Peter Tams, co-founder of Clever Digital Marketing, who scaled his agency from side-hustle beginnings in 2019 to breaking $10M+ in annual revenue within just three years of going all-in.Peter shares how niching down into the home improvement space, restructuring his team around client consultants, and making Net Revenue Retention (NRR) the North Star metric transformed his agency into a referral-driven growth machine. Alongside this, he dives into how Kaizen culture, infrastructure, and incentivized systems helped build a team that thrives and a business that compounds.If you're an agency owner stuck between $1–3M or dreaming of eight figures, this episode will give you a clear playbook on how to scale with focus, culture, and courage.Chapters – Why only 0.4% of agencies reach 8 figures – Meet Peter Tams & the early days of Clever Digital Marketing – From generalist services to specializing in home improvement – Lessons from niching down: depth vs breadth – Breaking $10M: the three anchors of growth – Specialization & hyper-focus as a scaling strategy – Creating long-term goals and 10-year vision planning – Transforming client success managers into client consultants – Referrals as a leading KPI & NRR as the North Star metric – Incentivizing the team with rewards & culture-building – The power of Kaizen (continuous improvement) in agency growth – Building infrastructure: reporting, onboarding, and L&D systems – Why 65% of their revenue comes from referrals – Diversifying channels beyond referrals for sustainable growth – Reverse-engineering metrics and building meticulous systems – Courage, persistence, and leadership through challenges – Staying two steps ahead in business & client relationships – Where to connect with Peter onlineTo learn more go to 8figureagency.co
Did you ‘accidentally' start a consulting business? You're not alone. In this episode, Leah shares the risks of not treating it like a business, three shifts to make it intentional and freeing, and stories from women who've been right where you are. --- When you're ready to break through to the next revenue level in your consulting business, here are three ways I can help you. 1. Connect with me on LinkedIn for weekly insights on landing better clients and charging for the value you deliver. 2. Get your copy of my Referrals on Repeat guide, and learn five strategies you can implement straight away to take control of the referral process and attract more of the right inquiries – no more sitting around hoping they'll happen. Get your free copy at smartgetspaid.com/referrals 3. Build a repeatable sales and marketing system that gets you better clients, better rates, and less stress in your consulting business. If you're ready to stop leaving your success to chance, learn the proven system women consultants are using to attract ideal clients consistently and get paid for their value. Plus, you'll get help from me and my team every step of the way. If you've been in business for at least two years, you're making at least $120k, and you want to implement a system that's designed specifically for B2B consulting businesses, email team@smartgetspaid.com with "BREAKTHROUGH" in the subject line and I'll get you the details.
The Efficient Advisor: Tactical Business Advice for Financial Planners
In this episode, Libby shares why setting clear boundaries with clients isn't just about protecting your personal time—it's about elevating your professionalism and creating a business that lasts.
In this episode, I wanted to share my comprehensive guide on how to build a world-class referral program for your veterinary practice. Referrals are truly the lifeblood of so many successful clinics, but the reality is that most practices don't have a structured system in place to maximize this powerful growth channel. I'll walk you through why referrals matter so much, the data behind their impact, and — most importantly — how you can create a referral engine that consistently brings in high-quality clients and strengthens your reputation in the community. We'll start by talking about the foundation: delivering remarkable client experiences that naturally inspire word-of-mouth. I'll share actionable ideas for creating those memorable “wow” moments, from handwritten thank-you notes to personalized video messages and unique welcome gifts. Then, I'll break down how to skillfully and confidently ask for referrals without feeling awkward or “salesy,” including scripts and open-ended questions that actually get results. Plus, I'll cover how to make referrals easy and trackable — using everything from referral cards to digital tools and pre-written messages your clients can share with friends. But it doesn't stop there. I'll dive into designing compelling referral incentives that motivate both your clients and their friends, and I'll show you how to expand your referral network beyond just clients by partnering with local businesses like groomers, trainers, and pet stores. We'll also discuss the importance of following up and recognizing your top referrers, tracking and optimizing your program, and getting your whole team on board for maximum impact. To top it off, I'll share ideas for running referral campaigns and events that really boost engagement and excitement. By the end of this episode, you'll have a step-by-step blueprint for building a referral program that's not only effective but also sustainable for the long haul. Whether you're just getting started or looking to take your existing program to the next level, you'll find practical strategies you can implement right away. If you have your own referral success story or need help getting started, I'd love to hear from you — let's work together to build thriving veterinary practices!
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In this high-energy episode, Scott welcomes back Michael and Courtney Weaver—insurance agency veterans, coaches, and the creators of AgencyCoachAI.comTogether, they dive into how artificial intelligence is transforming the insurance space—not by replacing the human element, but by enhancing it. Whether you're an early adopter or still feeling overwhelmed by AI, this conversation will leave you inspired, informed, and ready to take action.From roleplay bots and live-call transcription to eliminating bias in training and reclaiming your time, the Weavers break down how their platform is helping agency owners scale with confidence. This episode is packed with real-world examples, leadership insight, and a glimpse into the future of smart agency growth.
Most agencies live and die by referrals.But here's the catch:They usually happen randomly.When you do ask for intros, it feels like giving people homework.And even if you're consistent, it's hard to know where the real opportunities actually are.In this solo episode, I share my journey from the “analog networking” days of wandering trade shows… to running hundreds of cold campaigns during the trust recession… to finally cracking the code on how to make referrals systematic, scalable, and predictable.You'll learn:Why SaaS-style sales playbooks fail for agenciesHow to map your connectors against your market to uncover hidden paths into targeted accountsWhy reducing friction, not persuasion, makes referrals stickThe simple weekly cadence that can turn referrals from “rain dance” to irrigation system
In this episode of the NASP Podcast, Sheila Arquette, President & CEO of NASP, sits down with Trey Holterman, CEO and Co-Founder of Tennr, a healthcare referral automation platform. They explore Tennr's journey from startup to industry leader and how focused technology speeds patient access, with a look towards what the future holds for patient engagement and care personalization.
Lisa Britcliffe, founder of Melbourne, Australia-based Walk Your Talk, shares the story of the heart-aligned business networking community she's built and how it's creating long-lasting, deeply fulfilling relationships. Learn more at https://www.walkyourtalkmelb.com.au/ For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.
In this episode of the Know Your Sh*t podcast, Josh Cadillac sits down with Bill Cates, CSP, CPAE, referral coach, speaker, and author, to explore the art of building authentic connections that drive business growth. Bill shares his journey of helping professionals turn client relationships into consistent referrals, while also unpacking the discipline, setbacks, and self-awareness it takes to stay resilient as an entrepreneur. From money mindsets to the value of empowering others, this conversation delivers practical, tactical lessons on credibility, trust, and the long game of success
Title: What if You Had a Referral Machine that Churned Out 10+ Referrals EVERY TIME YOU USED IT? Host: Michael J. Maher Guest: Steve McIlvaine Description: Imagine a proven system that works like a referral machine — every time you use it, you earn 10 or more referrals. That's exactly what happened for Virginia/DC Realtor® Steve McIlvaine when he hosted his very first client appreciation event using the Event Mastery system. In this episode, Michael J. Maher and Steve break down how a simple summer gathering — complete with barbecue, outdoor games, and kids' activities at Lake Fairfax Park — produced an astonishing 52 referrals: 11 before the event even started, 12 during, and 29 afterward. Steve reveals the strategies that turned his “Lakeside Barbecue and Fun” into a relationship-building, lead-generating powerhouse, plus lessons learned about sponsors, invitations, and follow-up that you can apply to your own business. (7L) Referral Strategies Podcast Topics: Event Mastery Special Offer: Ready to build your own “referral machine”? Join Event Mastery, starting October 7th, and learn the exact steps Steve used to turn one gathering into 52 referrals. Use coupon code Podcast at checkout for $500 off this class!
Do you send thank-you cards every time you receive a referral? In this referral Q&A episode, you'll hear about my recent LinkedIn poll regarding the practice of sending handwritten notes. I also answer two questions from listeners: whether to include a gift with your thank-you cards and how to obtain mailing addresses. Tune in to learn how a simple thank-you note can make a significant impact on your referral strategy and help you build lasting connections with your referral sources! Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/380
Someone introduces you to the uber connected, highly-proficient networker! Great! Here the important question: How do you make the most of that opportunity? Here's how. For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.
The Efficient Advisor: Tactical Business Advice for Financial Planners
Advisors spend countless hours buried in admin work that steals time away from client relationships and growth. In this episode, Libby sits down with Gabe, co-founder of Quin, to explore how an AI-powered assistant is transforming the way financial advisors handle everyday tasks. From CRM updates to inbox management, Quin is designed to feel like a true digital team member that lightens the workload and creates more space for meaningful client engagement.In this episode, you'll learn:How Quin differs from tools like ChatGPT and why it's tailored specifically for advisorsReal-world use cases of how Quin manages tasks like email, meeting prep, and CRM updatesWays advisors can integrate Quin into their practice alongside current staff for maximum efficiencyHow much time Quin can save per week and how that impacts profitability and client experienceWhat's next on the roadmap for Quin, including future integrations and smarter automationBy the end, you'll have a clear picture of how AI assistants like Quinn can give you back 15–20 hours each week, allowing you to focus on client relationships and scaling your practice. This isn't about replacing people—it's about removing the tasks no one enjoys and giving your team the freedom to work on what matters most.Learn more about Quin HERE!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Carrie Ford, CNCT interviews Clark Moser, MD, ABEM, ABPN on "Electromyography Referrals: Principles and Practices for Optimizing EMG Orders ". This podcast is for neurologists, PMRs, orthopedists, PCPs, NPs, PAs, and residents who refer patients for EMG and NCS. It also helps NCS technologists understand the clinical intent behind each referral—guided by the EMGer's diagnostic focus. This episode offers practical strategies for improving the quality of the EMG referrals by treating each order as a focused clinical study. We review what the EMG evaluates—nerve and muscle function—and how to understand results in terms of localization and severity. Listeners will learn to move beyond vague referral terms like “weakness,” “pain,” or “paresthesia” and instead indicate in the EMG order what specific neuromuscular or electrodiagnostic question they want answered.
What happens when two 30-something millennials decide to shake up a traditional industry dominated by older, established companies? Tim and Vadim from IRBIS HVAC prove that age is just a number when you combine technical expertise with smart marketing and genuine care for your team.These Ironman finishers started as hands-on technicians and built their Silicon Valley HVAC company from scratch, reaching toward $19 million in revenue this year. Their approach to company culture, employee retention, and customer service offers valuable lessons for any blue-collar business looking to attract top talent in today's competitive market.Their secret sauce combines direct weekly communication with all departments, involvement in daily operations, and creating an environment where employees genuinely enjoy coming to work. From clean, organized vans to offshore support staff handling paperwork, they've removed friction points that make technicians' lives easier.In a market where gas furnaces are being phased out by 2029 and most customers are engineers who love technology, IRBIS HVAC has found their niche. They focus on heat pump installations and custom solutions rather than simple equipment swaps, commanding premium prices while building lasting customer relationships.Are you struggling to attract and retain quality technicians in your blue-collar business? Take these steps from Tim and Vadim's playbook:Evaluate your compensation structure and add performance bonuses for all positions. Create memorable experiences for top performers - they don't have to be expensive to be meaningful. Focus on referral programs since your best employees know other quality workers. Remove unnecessary friction from your team's daily workflow through better systems and support. Stay involved in operations while communicating company direction clearly to everyone.Whether you're in HVAC, construction, manufacturing, or any other trade, the principles remain the same: treat people well, pay them fairly, and create an environment they're excited to be part of. Highlights:"One time is a mistake, second time is a choice".Pay plus performance bonuses for every position attracts top talent.Vegas trips and Costa Rica getaways for top performers build loyalty.Credibility trumps age when you're the best at your craft.Referrals work best - one good employee brings two or three more.Silicon Valley engineers demand heat pumps and smart home integration.Subscribe to Blue Collar BS for more unfiltered conversations with successful business owners who are redefining what it means to lead in today's competitive market. Share this episode with other business leaders who need to hear how the next generation is winning the talent war.Get in touch with Tim and Vadim:WebsiteInstagramYoutubeLinkedInGet in touch with us:Check out the Blue Collar BS website.Steve Doyle:WebsiteLinkedInEmailBrad Herda:
What does marketing for dietitians look like in 2025 (and beyond) and where should you be focusing your energy for the future?In this episode of the Dietitian Success Podcast, I sit down with Ana Reisdorf, RD and founder of the RD's Who Thrive Facebook group, to break down the real trends we're seeing across the industry. From social media growth (yes, it's still possible - we've DOUBLED our Instagram followers in the past few months and I want to tell you exactly how) to SEO shifts, AI, and old-school referrals, we cover it all.Inside, you'll learn:The strategies that are actually working for dietitians right nowHow to apply “if you know, you know” content to your marketingHow to talk about benefits vs. features in your marketingWhy word of mouth will never go out of styleThe role of websites, SEO/AEO, email, and podcasts in the 2026 marketing landscapeIf you've ever felt stuck, frustrated, or like you're “doing marketing wrong,” this episode is your permission slip to rethink what's possible.Links:Fill in our DSC Entrepreneurship Membership - Re-Launch SurveyJoin our FREE dietitian communityBecome a Practitioner MemberFollow @dietitiansuccesscenter on Instagram
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Donors looking to make a difference in their local communities can turn to community foundations — local philanthropic institutions driven by giving “of, by, and for the people” and rooted in the goal of creating thriving communities. In this episode, Phil and Grace are joined in conversation by three community foundation leaders: Dick Ober, president and CEO of the New Hampshire Charitable Foundation, LaTida Smith, president of the Winston-Salem Foundation, and Alesha Washington, president and CEO of the Seattle Foundation. In sharing their experiences and approaches, these CEOs encourage donors to embrace their power to engage and effect change in their own community. They reflect on thorny issues including working across ideological lines, supporting often under-appreciated nonprofits and their staff, and the proliferation of giving options for donors. They also explore how to ensure money doesn't sit in institutions, but gets out the door to organizations working in communities. Additional Resources: CEP Report: What Donors Value: How Community Foundations Can Increase Donor Satisfaction, Referrals, and Future Giving Community Foundation Locator, by Council on Foundations Winston-Salem Foundation Seattle Foundation New Hampshire Charitable Foundation Data on Declining U.S. Donor Participation, from the Lily Family School of Philanthropy at Indiana University CEP Reports: State of Nonprofits 2025, 2024, and 2023
Virginia Muzquiz (aka The Referral Diva) shares about the referral myth, why traditional networking doesn't work and what to do instead. Learn more and reach out to her at https://www.linkedin.com/in/virginiamuzquiz/ For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.
Most 40 Days for Life campaigns take place in front of abortion facilities... ...however, a lot of campaign teams stand vigil in front of Planned Parenthood referral locations, which direct women to the facilities that actually perform the abortions. Is it still worth praying in front of abortion referral centers that don't kill babies on site? Absolutely. And it might be even MORE important. Find out why on this episode of The 40 Days for Life Podcast as we discuss: Why referral center employees are in particular need of your prayers; Drugs and devices sold at referral centers that can kill babies under the radar; The reason abortion chain websites don't have a "meet-the-staff" section; More!
Title: This One Plan and This One Strategy Can Drive Your Referrals Revenue and Profit to New Heights Host: Michael J. Maher Guest: Dan Hozhabri – Team Leader & Realtor, Delta Home Group, Mt. Airy, MD Description: In this inspiring episode, Michael J. Maher sits down with Dan Hozhabri to explore how a single, well-executed strategy—hosting meaningful events—can dramatically boost referrals, revenue, and community impact. Dan shares how his team built an events-based business, blending VIP client appreciation, community gatherings, and nonprofit initiatives under the guiding motto “Find a Need, Fill the Need.” From ice cream socials that go viral to Santa's Secondhand Shop through their nonprofit DHG Gives, Dan reveals how consistency, creativity, and generosity can transform both your business and your community. (7L) Referral Strategies: Event Mastery, Community, Give Back Podcast Topics: Events, Networking, Community, Give Back Special Offer: Ready to take your business to new heights through powerful, relationship-building events? Join the Event Mastery Class starting October 7th at www.EventMastery.com .
"Referrals from people who already know us, like us, and trust us close faster than organic leads." Join me as I chat with Mindy Flanigan and Richard Carlton from Inspiring HR about their journey through the Referral Accelerator program. Learn how they turned their referral challenges into opportunities for growth. Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/379
People get caught between what they truly believe and how they're inclined to act. This includes you, and it includes the people with whom you network. Understand this as you deal with others and give to others. We're all only human, after all. For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.